QTWO · Q2 Holdings, Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Q2 Holdings (QTWO) delivered Q2 results that exceeded prior-year levels, retired its convertible notes to end the quarter debt-free, and used its improved balance sheet to authorize an additional $350 million in share repurchases. Management also raised full-year 2026 guidance on both revenue and adjusted EBITDA and reiterated 2027 subscription revenue growth of 12.5%–13%.
- + Adjusted EBITDA expanded by more than 500 basis points year-over-year in Q2
- + Subscription ARR grew 15% year-over-year to $825.5 million
- + Total committed Backlog reached approximately $2.8 billion, up 17% year-over-year
- − Back-half 2026 subscription metrics implied to decelerate relative to first-half outperformance
- − AI-related infrastructure and token costs identified as a new expense pressure item
- − 2027 EBITDA margin expansion guided lighter than 2024–2026 levels due to reinvestment
- − Gross margin impact of AI-delivered products remains uncertain and could be dilutive
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
QTWO
this stock
Q2 Holdings, Inc.
|
$3.50B | -23.2% | +29.1% | 39.8 | 8.4% |
|
QH
QUHUO Ltd
|
$350.35B | +242.6% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.2% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -13.3% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -7.9% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| QTWO | -0.4% | -13.3% | +20.4% | -14.8% | -23.2% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +0.3% | -13.4% | +8.3% | -14.2% | -35.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.